Finally, a trust accounting solution that truly understands and solves the unique challenges of Self-Directed IRA holders, Custodians, Trustees, TPAs, and Providers.
Meet Lion
The Purpose-Built Solution for Self-Directed Trust Clarity and Growth.
Unparalleled UI/UX for processors, light years ahead of the competition
Designed by industry insiders who truly understand self-directed IRAs
Uniquely equipped to handle diverse asset types sought by IRA holders
Streamlined fee collection with real-time charging and processing
API-first design for seamless integration and customization
Acquiring and managing assets with rental income
Handling (un)secured notes
Managing private placements
Overseeing mineral rights
Supporting any alternative IRS-allowed investment
Future-Proof Your Firm. Integrate Without Limits.
Lion's API-first approach sets a new standard in trust accounting:
Unlimited integrations
Don't let rigid technology hold you back from your next growth goal. See how Lion's API integrates with your tech stack today.
Connect Lion with industry-leading tools and services:
Open standards for open access and data sharing across tools and services you already use.
Leverage Lion's
Built-in Tools
Onboarding applications, buy and sell direction forms, payment authorizations, powers of attorney, interested party documents, and any other required self-directed asset management forms.
Or, Seamlessly Integrate Your Existing Systems:
Automatically import data from your current forms into Lion, allowing processors to easily approve or complete requests.
Flexible Document Storage
Store documents in Lion or access them from your CRM to streamline workflows, reduce clicks, and manage more IRAs efficiently.
Impress Your Auditors
View IRA holder account status, activity logs, signature records, disclosure acceptances, detailed asset reports, IRS forms, and historical records.
Fee Schedules Reimagined
Support complex fee structures with ease
Collect fees in real-time at point of service
Create and manage multiple fee schedules
Set default schedules or customize per IRA holder
Adjust fee schedules on-the-fly
Transfer Request
Fee Management
Automatically add fees for the request, wire, and any research
Easily increase, decrease, credit, or add custom fees
Collect fees from IRA cash balance or charge credit cards on file
Set up fallback payment methods for insufficient funds scenarios
Stop losing money on manual fee collection. Lion automates billing and fee management.
Reports That
Work for You
Easily access a variety of default reports or create custom ones to fit your needs. Generate daily, monthly, or quarterly reports and track cash, wires, ACH, and checks.
Audit-Proof Security: Scale with Unwavering Confidence
Set different access levels for each processor, manage team permissions with precise controls, and maintain data integrity through robust user management.
Simple, Transparent Pricing
Annual platform access fee, per-user charges based on IRA holders, no penalties for multiple accounts, and no AUM fees.
Lion Trust Accounting for
Self-Directed Custodians
Customer Support and Onboarding
Lion provides the efficiency to scale your account capacity linearly and effortlessly!